- Right-click on Shared Datasets folder
- Add New Dataset
- A Shared Dataset Properties window will open with five tabs: Query, Fields, Options, Filters, and Parameters
- On the Query tab:
- Name your Dataset
- NOTE: It is critical that you think about what you are naming your Dataset because it can be difficult to rename.
- Choose the Data Source (Dropdown) or you can click the New… button and you can create a Data Source
- Enter your Query
- i.e. SELECT * FROM DUAL…
- Click Refresh Fields button
- Enter Time out (in seconds)
- On the Fields tab:
- If the query was correct and the Data Source was setup correctly, then there should be two columns: Field Name, and Field Source
- NOTE: You have the ability to edit these fields, but I suggest that you edit your query so these fields auto-populate and no errors occur.
- On the Options tab:
- You can leave everything for Default, or change as necessary / desired
- On the Filters tab:
- You can Add or Delete a filter here
- NOTE: This may not be the place where you will want to add a filter. You can also add a filter inside of a report. Since this is a Shared dataset, you may not want a filter unless you want the filter on all reports sharing this dataset.
- On the Parameters tab:
- If you have formatted your parameters in your query correctly they will show up here.
- You can set a Default Value here or at the report level
Add Existing Dataset to your project
- Right-click on Shared Data sets Folder
- Add
- Existing Item
- Navigate to your existing project workspace
- Double click on your project work folder
- Sort by type make it easier to find
- Select
- DatasetName.rsd
- You can select multiple by holding shift or cntrl
- Add
- Double click on DatasetName.rsd in Solution Explorer
- Click the Refresh Fields button and ensure that no errors occur
- If no errors occur your Dataset is functioning properly
See our next tutorial: Setup an SSRS Report
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